Generally it is proper for the trustee to use trust funds to pay for trust expenses, which includes, but is not limited to, expenses associated...

The trustee could distribute without a beneficiary waiver, but would be advised not to do so. One advantage of being a trustee is that if there is...

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The beneficiary is using incorrect terminology. Those terms apply to business entities, but not to trusts. What the beneficiary is really...

You might be technically liable. One thing you said was that you became the trustee in 2018, whereas Covid didn't have any impact in the United...

Assuming the deed to the home is titled in the name of your mother as trustee of the trust, you'll need to record an Affidavit of Death of Trustee....

Conservator was put over my moms accounts. mom passed away,accounting done.The estate is to be split 3 ways. I am due 1/3. .

Bad news. You are in for a very long wait, probably around 1 year. The conservator is not permitted to simply take the conservatorship funds...

If we have lived together in the home that he has inherited, am I entitled to any?

The short answer is no, however, there are possible exceptions. For example, if debt is paid off on an asset he inherited the community, to which...

My wife's dad passed away in December of 2012, in his will he split the asset 3 way, my wife has 2 brothers, her dad left them

I'm going to make some assumptions based on the fact that you generally wouldn't hold the mortgage note to your own home, it's near impossible to...

Trust for my Mom.

Generally there is nothing wrong with you assisting your mother with finding an estate planning attorney in Orange County. My only concern...

You'll have to file an objection, which isn't just a form but a document entirely created from scratch. It will look similar to the petition she...